LPL Financial

We are seeking an AVP, Business Management to support the EVP responsible for Corporate Development, Investor Relations, Treasury, and the integration office.. The AVP, Strategic Business Management Partner will collaborate with the executive leading LPL’s teams responsible for Corporate Development, Investor Relations, Treasury, and the integration-focused PMO to drive strategic planning and cross-functional change efforts.. Financial services industry and Investor Relations, Capital Management, or Corporate Development experience. 2+ years Public Company Experience or Experience in Corporate Development / Investor Relations / Investment Banking a plus. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.

corporate development

Do you want to help financial advisors deliver on making their clients’ financial dreams come true? Do you want to build a customer experience that delights like nowhere else in the wealth management industry? Are you interested in being part of a team that is working to transform and do things differently? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. Job Overview: We are seeking an AVP, Business Management to support the EVP responsible for Corporate Development, Investor Relations, Treasury, and the integration office. The AVP, Strategic Business Management Partner will collaborate with the executive leading LPL’s teams responsible for Corporate Development, Investor Relations, Treasury, and the integration-focused PMO to drive strategic planning and cross-functional change efforts. In this role you will support the executive team in a variety of ways including assisting in strategy formulation and planning, prepping the management committee and board materials, researching and resolving department-level issues, and owning program/project management responsibilities for key initiatives. The ideal candidate will bring a demonstrated track record of influencing senior leadership, collaborating across stakeholder groups and leading key change efforts as well as critical skills in developing and leading high performing teams. Responsibilities: Business Partnership and Management (50% of time) <ul><li> Plan and facilitate strategic leadership meetings, planning routines, OKR/KPI tracking, and project portfolio health checks.</li><li>Utilize data and analytics to lead strategic initiatives and communicate ROI to executives and other business partners.</li><li>Collaborate with cross-functional teams to understand current processes and identify areas for improvement.</li><li>Manage departmental communications and schedule of recurring deliverables / group events, performing some content production, partnering with other Chiefs of Staff, business managers, and admins across the firm to collaborate where necessary. </li></ul>Program/Project Management and Issue Resolution (30% of time) <ul><li>Lead projects from requirements definition through deployment, identifying schedules, scopes, budget estimations, and implementation plans, including risk mitigation.</li><li>Coordinate internal and external resources to ensure that projects adhere to scope, schedule, and budget.. </li></ul>EVP amplification and effectiveness (20% of time) <ul><li>Act as a primary liaison with key partner organizations, Communications, Legal, Business Development, Operations, Technology, Product, etc. </li></ul>What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: <ul><li>Bachelors Degree</li><li>6+ years of experience in a strategic leadership role.</li><li>Experience planning and executing strategic initiatives.</li><li>Financial services industry and Investor Relations, Capital Management, or Corporate Development experience </li></ul>Preferences: <ul><li>2+ years Public Company Experience or Experience in Corporate Development / Investor Relations / Investment Banking a plus</li><li>Teamwork orientation and a learn & grow attitude.</li><li>Ability to act as extension of executive, fostering trust and demonstrating sound judgement while respecting established decision-making authority.</li><li>Proactive identification of opportunities to streamline processes, generate efficiencies, and maximizing outputs.</li><li>Track record of maintaining composure and productivity in fast-paced deadline driven settings.</li><li>Experience working in a demanding environment with the ability to plan, prioritize, and organize effectively.</li><li>Strong project management skills, with a focus on cross-functional communication.</li><li>Strong proficiency in MS PowerPoint (and all other MS Office products).</li><li>Excellent written and verbal communication skills. </li></ul>Pay Range: $90,480-$135,720/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it’s like to work at LPL? Watch this! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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